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Mike Hodan
Consultant
Previous Experience
Oakbrook Solutions (clients: First Citizens Bank, Wachovia/Wells Fargo, Bank of America, Ascensus, Thompson Reuters and U.S. Bank)
M&T Bank
First Union
Up Close with
Mike
Back to Team
Mike Hodan
Consultant
Previous Experience
Oakbrook Solutions (clients: First Citizens Bank, Wachovia/Wells Fargo, Bank of America, Ascensus, Thompson Reuters and U.S. Bank)
M&T Bank
First Union
Expertise
Trust Systems, 401k Conversions, Business and Data Analytics, Documentation
Up Close with
Mike
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EXPERTISE
Client Relationship Management
Optimize your experience journey and implement the technology solutions to deliver it.
Financial Planning
Uncover opportunities in your planning process and integrate them into your client experience.
Portfolio Management
Help clients expand into additional asset classes and access more efficient investment structures.
Account Management
Accelerate growth with efficient tools and processes.
Reporting
Tell your clients unique and insightful investment stories.
Digital Experience
Design a fully-integrated digital experience that exceeds your clients’ and prospects’ expectations.
Tech Infrastructure
Secure the right partners for security, business management and general advisory technology licensing.
Data Architecture
Build a secure and unified data architecture that is the foundation of your client experience.
Outsourced CTO (OCTO)
An all-in-one solution to your technology innovation strategy and goals.
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